Creative Planning - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 252 filers reported holding VANGUARD WORLD FDS in Q4 2015. The put-call ratio across all filers is 0.54 and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$15,461,890
+3.4%
65,768
+7.7%
0.02%
+5.0%
Q2 2023$14,952,056
-0.6%
61,074
-3.1%
0.02%
-9.1%
Q1 2023$15,035,124
-1.5%
63,051
+2.5%
0.02%
-4.3%
Q4 2022$15,264,650
+8.2%
61,539
-2.4%
0.02%
-4.2%
Q3 2022$14,110,000
-5.8%
63,074
-0.8%
0.02%
-4.0%
Q2 2022$14,976,000
+1.9%
63,590
+10.1%
0.02%
+8.7%
Q1 2022$14,696,000
+15.4%
57,773
+20.9%
0.02%
+15.0%
Q4 2021$12,732,000
+11.1%
47,790
+3.0%
0.02%0.0%
Q3 2021$11,465,000
-7.8%
46,389
-7.9%
0.02%
-9.1%
Q2 2021$12,441,000
+11.4%
50,344
+3.2%
0.02%0.0%
Q1 2021$11,163,000
+11.4%
48,802
+9.0%
0.02%0.0%
Q4 2020$10,019,000
+12.4%
44,781
+2.5%
0.02%
-4.3%
Q3 2020$8,912,000
+53.0%
43,689
+44.5%
0.02%
+35.3%
Q2 2020$5,826,000
+11.6%
30,241
-3.8%
0.02%
-10.5%
Q1 2020$5,219,000
-7.9%
31,422
+6.3%
0.02%
+11.8%
Q4 2019$5,666,000
+12.2%
29,549
-1.9%
0.02%
+6.2%
Q3 2019$5,050,000
-2.7%
30,120
+0.9%
0.02%
-5.9%
Q2 2019$5,191,000
+0.6%
29,841
-0.2%
0.02%
-10.5%
Q1 2019$5,158,000
+3.8%
29,906
-3.4%
0.02%
-5.0%
Q4 2018$4,970,000
-4.0%
30,949
+7.8%
0.02%
+5.3%
Q3 2018$5,178,000
+10.8%
28,700
-2.2%
0.02%
+5.6%
Q2 2018$4,672,000
+8.2%
29,360
+4.4%
0.02%0.0%
Q1 2018$4,316,000
+13.8%
28,110
+14.2%
0.02%
+12.5%
Q4 2017$3,793,000
+6.5%
24,610
+5.2%
0.02%
-5.9%
Q3 2017$3,562,000
-3.2%
23,392
-6.3%
0.02%
-10.5%
Q2 2017$3,681,000
+98.1%
24,972
+85.2%
0.02%
+90.0%
Q1 2017$1,858,000
+17.7%
13,484
+8.3%
0.01%0.0%
Q4 2016$1,578,000
-0.6%
12,448
+4.2%
0.01%0.0%
Q3 2016$1,588,000
-10.0%
11,948
-11.7%
0.01%
-23.1%
Q2 2016$1,765,000
-4.3%
13,526
-9.6%
0.01%
-7.1%
Q1 2016$1,845,000
-22.2%
14,960
-16.2%
0.01%
-26.3%
Q4 2015$2,371,000
-25.5%
17,845
-31.3%
0.02%
-32.1%
Q3 2015$3,182,000
-19.9%
25,960
-8.6%
0.03%
-22.2%
Q2 2015$3,973,000
+31.0%
28,389
+26.9%
0.04%
+28.6%
Q1 2015$3,032,000
+22.5%
22,374
+13.5%
0.03%
+7.7%
Q4 2014$2,476,000
+106.5%
19,718
+92.5%
0.03%
+85.7%
Q3 2014$1,199,000
+21.7%
10,245
+16.1%
0.01%
+7.7%
Q2 2014$985,000
+15.5%
8,826
+10.7%
0.01%0.0%
Q1 2014$853,000
+27.3%
7,974
+20.4%
0.01%
+18.2%
Q4 2013$670,000
+4.5%
6,625
-3.7%
0.01%
-15.4%
Q3 2013$641,000
+51.9%
6,880
+40.7%
0.01%
+30.0%
Q2 2013$422,0004,8900.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2015
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders